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DFAX vs DFIV

Dimensional World ex U.S. Core Equity 2 ETF vs Dimensional International Value ETF

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.28%

Fund size

$11.5B

DFIV

Dimensional International Value ETF

Dimensional Fund Advisors

Annual cost

0.27%

Fund size

$19.3B

Key differences

  • Over the last 3 years, DFIV has delivered higher annualized returns.
  • DFIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFAXDFIV
Annual cost (TER)0.28%0.27%
Fund size (AUM)$11.5B$19.3B
Since20081999
Dividend yield2.30%2.58%
Asset classequityequity
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+35.0%+36.9%
CAGR 3Y+20.3%+23.5%
CAGR 5YN/AN/A
Sharpe 3Y1.091.27
Volatility 1Y14.74%13.72%
Max drawdown-28.15%-25.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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